Curi Capital
Join to apply for the
Wealth Advisor
role at
Curi Capital .
This range is provided by Curi Capital. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $100,000.00/yr - $250,000.00/yr
Compensation Salary + Target Bonus - $115,000 to $325,000+.
Location
Chicago
Denver
Michigan
Minnesota
Oakbrook Terrace
Raleigh
Washington D.C.
Milwaukee
Lake Forest
Jackson Hole
Strong preference for working 3 days in the office.
About Us Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. We are committed to building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.
The Role We’re looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Management Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals, and business development initiatives.
Key Responsibilities
Offer comprehensive wealth planning and provide advice on all aspects of a family’s financial well-being, which include:
Financial planning and budgeting
Holistic balance sheet advisement (including cash and debt)
Asset allocation and investments
Estate and tax planning
Insurance analysis and review
Charitable strategy
Responsible for growing business through business development and referral generation from clients
Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients
Demonstrate a genuine involvement in the local community
Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships
Key Skills
Team-oriented, relationship-driven advisor
High integrity, honest, respectful individual
Curious and coachable disposition
Passionate about serving clients
Strong ability to foster relationships both externally and internally
Demonstrated strong work ethic
Good communicator with superior written and oral communication skills
High attention to detail and well organized
Strong critical thinking skills to assess clients’ financial position and needs or requirements to attain clients’ goals and objectives.
High standards of professionalism while working with clients and team members
Key Qualifications
Certified Financial Planner (CFP) designation - required
Five years of relevant experience managing all facets of wealth management - required
Bachelor’s degree - required
Experience serving physicians is preferred but not required
Demonstrate strong, established client relationships
Experience with financial planning software (MoneyGuide or eMoney)
Benefits Curi offers comprehensive health benefits, including medical, dental, vision, and life insurance. Additional benefits for eligible team members include education assistance, a 401(k) with employer match, short-term and long-term disability, flexible time off, 10 paid holidays, and summer hours.
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Sales
#J-18808-Ljbffr
Wealth Advisor
role at
Curi Capital .
This range is provided by Curi Capital. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $100,000.00/yr - $250,000.00/yr
Compensation Salary + Target Bonus - $115,000 to $325,000+.
Location
Chicago
Denver
Michigan
Minnesota
Oakbrook Terrace
Raleigh
Washington D.C.
Milwaukee
Lake Forest
Jackson Hole
Strong preference for working 3 days in the office.
About Us Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. We are committed to building meaningful relationships and making a difference in our clients’ financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron’s Top 100 Independent Registered Investment Advisors globally. Our values—Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment—are at the core of our culture.
The Role We’re looking for a passionate, self-driven individual to join our Client Advisory Team as a Wealth Management Advisor. In this role, you will offer comprehensive wealth planning advice to established clients while growing new client relationships through community involvement, referrals, and business development initiatives.
Key Responsibilities
Offer comprehensive wealth planning and provide advice on all aspects of a family’s financial well-being, which include:
Financial planning and budgeting
Holistic balance sheet advisement (including cash and debt)
Asset allocation and investments
Estate and tax planning
Insurance analysis and review
Charitable strategy
Responsible for growing business through business development and referral generation from clients
Demonstrate a strong knowledge of capital markets and the importance of asset allocation to advise clients
Demonstrate a genuine involvement in the local community
Work with other team members to develop and strategize best practices for fostering and maintaining strong client relationships
Key Skills
Team-oriented, relationship-driven advisor
High integrity, honest, respectful individual
Curious and coachable disposition
Passionate about serving clients
Strong ability to foster relationships both externally and internally
Demonstrated strong work ethic
Good communicator with superior written and oral communication skills
High attention to detail and well organized
Strong critical thinking skills to assess clients’ financial position and needs or requirements to attain clients’ goals and objectives.
High standards of professionalism while working with clients and team members
Key Qualifications
Certified Financial Planner (CFP) designation - required
Five years of relevant experience managing all facets of wealth management - required
Bachelor’s degree - required
Experience serving physicians is preferred but not required
Demonstrate strong, established client relationships
Experience with financial planning software (MoneyGuide or eMoney)
Benefits Curi offers comprehensive health benefits, including medical, dental, vision, and life insurance. Additional benefits for eligible team members include education assistance, a 401(k) with employer match, short-term and long-term disability, flexible time off, 10 paid holidays, and summer hours.
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Sales
#J-18808-Ljbffr